Case Study: Advoc8 streamlines event operations and saves 5–10% weekly time with Copper

How Advoc8 Handles Events for SXSW & CNN with a CRM

Advoc8 is a Washington, D.C.–based brand experience agency that produces events and branded content for clients like Google, CNN and SXSW. The team juggles a large, complex database of contacts, venues and vendor bills across project-based work, and needed a single, easy-to-use system that would support sales, operations and finance without disrupting existing workflows.

They standardized on Copper—natively integrated with G Suite—to centralize contacts, venue records, notes and attachments, add custom fields and pipelines, and power finance forecasts and dashboards. Adoption is near-universal, saving teams 5–10% of time weekly, improving collaboration and visibility, and supporting fast growth: headcount more than doubled and revenue tripled while the agency earned recognition as a Top 100 Event Agency.

Advoc8

Jeremy

COO and Co-Founder